How can you help me manage my investments more effectively?
By aligning our interests with yours. Elgin’s fee-based Service Menu takes a multi-step approach to wealth management and follows a philosophy that reviews an investor’s total financial situation to ensure that their needs, goals and aspirations are both realistic and achievable. Our success is tied to yours: we understand that as long as your expectations are met over the long term you will remain a valued, satisfied client.
How will you manage my enquiry ?
Once you decide that you’d like to find out more about us, a Senior Advisor will contact you by e-mail and provide any additional information you request or arrange a telephone session with you. If you already have an idea of what you are looking for, simply complete a Proposal Request to to enable our analysts to offer some suggestions. Our promise is that we will start our discussions, keen to listen, with a blank piece of paper and an open mind.
How do you assess my needs ?
In order to fully understand your individual requirements and Risk Profile, we have developed a straightforward investor questionnaire that will help us develop appropriate solutions for you. Part of this process is to give an unbiased assessment of what you already have in place and how it fits with your expectations which we will take into consideration before making any suggestions.
Will you give me options ?
Potential solutions will be presented in draft form for you to consider – we acknowledge the fact that most firms make detailed proposals at this point in a bid to ‘sell’ their products. This is where Elgin differs significantly – we offer solutions – not products.
What happens next ?
One – five, six and seven if necessary – we will listen to your likes, dislikes, wants and needs until we have a workable, flexible solution whereby we can meet your expectations. From the outset, you’ll have direct access to your own Advisor and we’ll make sure you receive regular communications and progress reports on your investments with us. In addition, you will have full on-line access to view your investments at any time.
How do you accurately interpret my requirements ?
To support each of our programs we have created the ProfilerPro™ service, offered free of charge, for investors to assess their current profile and appetite for risk. This service, in combination with Elgin’s professional portfolio analysis provides a totally unbiased report on the risk/reward status of your current investments.
The Investor Questionnaire is comprehensive and will probably take around 20 minutes to complete, for most of our clients this is the first time they have ever documented their true financial status and conducted a risk-assessment on themselves and the assets they currently hold. Please be assured that the information is completely confidential and will only be used to assess your financial status in order to make appropriate suggestions. Most people find it time well spent, even if only for their own records.